Program Coordinator- NAPFA Consumer Education Foundation
National Association of Personal Financial Advisors
Type: Full Time
Preferred Education: 4 Year Degree
Administrative, Clerical, Support
Development and Foundation
Project Management/Program Development
Internal Number: 2022-01
We are seeking a talented professional to support the work of the NAPFA Consumer Education Foundation (NCEF). This is an exciting opportunity for those interested in fundraising, donor stewardship, and pro bono volunteer service.
Come join a future thinking, equal opportunity employer fostering a positive and collaborative work environment where you can make a difference in every role. NCEF is a dynamic, evolving organization dedicated to providing quality, relevant and engaging pro bono opportunities for fee-only financial planners and the public. We are in search of a confident, inspiring individual, with strong interpersonal skills to contribute to the NCEF team, programs, and activities. NCEF’s mission is to empower consumers to achieve positive financial outcomes by supporting fee-only financial advisors in providing objective financial guidance through pro bono service.
We are looking for a professional and personable team player to support the Foundation’s mission. Using a combination of administrative and interpersonal skills, the program administrator will plan and execute pro bono volunteer programs, as well as assist with Foundation donor development and stewardship.
This position requires excellent communications skills, project management, and overall dedication to teamwork and customer service.
Coordinate the day-to-day operations of the Foundation including responding to all constituent inquiries and processing gifts
Work with the Board of Trustees to implement detailed plans of action for all resource development and donor stewardship efforts of the Foundation
Support implementation of the organization’s strategic objectives and initiatives
Maintain an accurate fundraising and donor database
Work with members of the Board to coordinate NCEF marketing & communications efforts
Coordinate and staff all NCEF Board meetings
Provide administrative support for NCEF Board, Committee and other meetings as needed
Attend NAPFA’s two national conferences to support NCEF programs
Maintain all governing documents and records per Foundation policies & procedures
Maintain and inventory all equipment belonging to the Foundation
Other duties as assigned by the CEO
Previous experience in the fields of fundraising and/or non-profit/association management
Demonstrated leadership skills, including the ability to work effectively with diverse groups of people and the ability to think proactively and creatively
Experience in short and long-range planning related to the implementation of a strategic vision
Proficiency in managing relationships and projects with volunteer Boards, committees and other bodies
Strong interpersonal skills to represent the interests of the NCEF
Excellent computer skills in Microsoft Office, Donor Perfect or other philanthropic databases, content management systems, and e-mail marketing tools
Excellent verbal and written communication skills
Bachelor’s Degree preferred
Two or more years working in a non-profit environment is required.
This is a hybrid position with some days in-office and the option for some days remote.
About National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and objective compensation.